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Nonprofit · EIN 90-0275844

LURAY S WARD CHARITABLE REM IRREV TUA TR 60 01 103 8408379

Tax-exempt · DALLAS, TX 75265

Financials

−$9K$67K2022$40K$77K2023$117K$74K2024
Revenue Expenses · by fiscal year end
Financials of LURAY S WARD CHARITABLE REM IRREV TUA TR 60 01 103 8408379 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$116,729$74,132$42,597$1,168,886$0$1,168,886
September 30, 2024990-PF$40,258$77,111-$36,853$1,122,041$0$1,122,041
September 30, 2023990-PF-$8,549$66,979-$75,528$1,121,500$0$1,121,500
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$32,739
Net gain from sales of assets
$83,990

Expenses

Grants and similar amounts paid
$49,650
Compensation of officers, directors and key employees
$19,876
Disbursements for charitable purposes
$58,100
Excise tax on investment income
$1,406

Balance sheet and other

Total assets, start of year
$1,122,042
Total assets, end of year
$1,168,886
Total liabilities, end of year
$0
Net assets, end of year
$1,168,886
Fair market value of assets
$1,525,381
Qualifying distributions
$58,100
Net investment income
$115,537

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$19,876
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$18,318
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$17,017

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA NA TTEE
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
90-0275844
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2007
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$1,168,886
Income (IRS master file)
$272,551

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$116,729$74,132$1,168,886XML
990-PFSeptember 2024$40,258$77,111$1,122,041XML
990-PFSeptember 2023-$8,549$66,979$1,121,500XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2019–––IRS
990-PFSeptember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 90-0275844).

Questions about LURAY S WARD CHARITABLE REM IRREV TUA TR 60 01 103 8408379

What is the EIN of LURAY S WARD CHARITABLE REM IRREV TUA TR 60 01 103 8408379?
The employer identification number (EIN) of LURAY S WARD CHARITABLE REM IRREV TUA TR 60 01 103 8408379 is 90-0275844.
Is LURAY S WARD CHARITABLE REM IRREV TUA TR 60 01 103 8408379 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to LURAY S WARD CHARITABLE REM IRREV TUA TR 60 01 103 8408379 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LURAY S WARD CHARITABLE REM IRREV TUA TR 60 01 103 8408379 file?
Form 990-PF. Private foundations file every year.
When is the next return of LURAY S WARD CHARITABLE REM IRREV TUA TR 60 01 103 8408379 due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LURAY S WARD CHARITABLE REM IRREV TUA TR 60 01 103 8408379 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of LURAY S WARD CHARITABLE REM IRREV TUA TR 60 01 103 8408379?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $19,876 (BANK OF AMERICA, TRUSTEE).
How much revenue does LURAY S WARD CHARITABLE REM IRREV TUA TR 60 01 103 8408379 have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $116,729, expenses of $74,132 and total assets of $1,168,886 at year end.

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